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Small Changes, Big Results | Your Wealth Journey Podcast

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Manage series 3331540
Content provided by Shallon Weis, CFP, Shallon Weis, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shallon Weis, CFP, Shallon Weis, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
  continue reading

13 episodes

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Manage series 3331540
Content provided by Shallon Weis, CFP, Shallon Weis, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shallon Weis, CFP, Shallon Weis, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
  continue reading

13 episodes

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